Orders’ faster, easier workflows

Workflows have been streamlined in MR9. It takes less time to access important areas of MR9, and you can incorporate it more easily into your company’s workflow. So important everyday processes, like entering records requests and work orders, are faster.

Fewer clicks

For example when entering a new order, the New Order window opens with a fly-out panel for selecting the Ordering Firm. Not a single click required to get to the first thing you will probably know when contacted about an order. Enter a few keystrokes to find the firm or add a new firm right there in the order.

Contact’s info accessible from within orders

After selecting the firm ordering the records, you select the contact from a dropdown or add a new contact on the fly, all in the same New Order window. If you have a new contact, you no longer type names into orders. You can update the contact database directly within the order instead. That way your contact information in MR9 is always up to date.

In MR9 you can select both scheduling contacts (people who call in a request — often a secretary or legal assistant) and ordering contacts (person who is ordering services — usually a lawyer) from the MR9 Contacts database. This way if you need to ask the scheduling contact a question about the order, you can easily access their contact information from within the order.

Easy access

To save an order in MR9 you only need to include the scheduling contact. When you save a new order, MR9 automatically adds additional fields organized into panes and scrolls you to the Parties pane, with the ordering client already added. You can add parties and services requested at this point — or scroll to other panes to enter case and patient information, arrange the case and court styles as they will appear on documents, upload files, or make notes.

Flexible

MR9 guides you through workflows but you choose what and when you input information and send communications. For example when adding a part/work order to an order, you only need to enter the location where the records you are seeking are stored. You can enter other information now or later.

And when sending communications from within MR9 — such as worksheets to runners — you can send your canned messages — or customize them on the fly with additional instructions, comments, and files.

New, renamed & removed Orders functions

Most functions in the Orders module are the same as in MR8 except:

• Case Manager in MR8 is called Orders in MR9.
• Task Manager in MR8 is split into 2 functions in MR9: Parts and Tracking.
• Print Forms in MR8 is called Send Forms in MR9.
• Daily Task Summary has moved from Production and is called Daily Tracking Summary in MR9.
• Print Certified Mail Cards function was removed from MR9 due to the trend of using email instead of snail mail for correspondence.